Michael Topley Portfolio
Invests via Lansing Street Advisors | Managed by Matt Topley, Michael Topley, Mike Horwath, CFA
Invests via Lansing Street Advisors
Managed by Matt Topley, Michael Topley, Mike Horwath, CFA
Automatically Tracked
Michael Topley Profile
With a background rooted in financial services and corporate leadership, Michael Topley has made significant contributions to the fields of investment and entrepreneurship. He has demonstrated a keen ability for strategic market expansion through his work with various companies. His experience includes pivotal roles where he successfully guided organizations toward operational excellence and enhanced profitability. Topley's insights into capital markets dynamics have established him as a respected figure among industry peers. Known for fostering collaborative environments, he remains engaged in shaping innovative solutions that respond to evolving market demands.
With a background rooted in financial services and corporate leadership, Michael Topley has made significant contributions to the fields of investment and entrepreneurship. He has demonstrated a keen ability for strategic market expansion through his work with various companies. His experience includes pivotal roles where he successfully guided organizations toward operational excellence and enhanced profitability. Topley's insights into capital markets dynamics have established him as a respected figure among industry peers. Known for fostering collaborative environments, he remains engaged in shaping innovative solutions that respond to evolving market demands.
Investment Philosophy & Strategy
Evaluating investment opportunities through the lens of operational efficiency, Michael Topley leverages his extensive financial services experience to identify high-potential sectors ripe for growth. His strategic market insights enable him to navigate complex business landscapes, positioning investments toward scalable solutions that align with emerging trends. With a track record of enhancing organizational profitability and driving expansion initiatives, he focuses on fostering innovation within portfolio companies. This approach not only maximizes returns but also creates sustainable value in evolving markets.
Evaluating investment opportunities through the lens of operational efficiency, Michael Topley leverages his extensive financial services experience to identify high-potential sectors ripe for growth. His strategic market insights enable him to navigate complex business landscapes, positioning investments toward scalable solutions that align with emerging trends. With a track record of enhancing organizational profitability and driving expansion initiatives, he focuses on fostering innovation within portfolio companies. This approach not only maximizes returns but also creates sustainable value in evolving markets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
77.4%
Gain -0.26%
Monthly
1.06%
Yearly
13.44%
Drawdown
24.04%
$475.06M
Equity
Holdings
$475.06M
Investment
$365.88M
$117.22M
Profit -$224,726.67
Realized
$8.04M
Unrealized
$109.18M
Dividends
$19.56M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$224,726.67
Win %
78%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$4.72M
Win %
78%
This Month
Compared to last month
Gain
-0.58%
Profit
-$2.75M
Win %
78%
This Year
Compared to last year
Gain
1.3%
Profit
$6.1M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$464,313.39 
GOOG Alphabet Inc
+6.88%
+$94,108.09 
GOOGL Alphabet Inc
+6.73%
+$323,230.95 
WY Weyerhaeuser Company
+6.51%
+$40,373.67 
PGEN Precigen Inc.
+5.56%
+$163,489.26 
ADEA Adeia Inc.
+4.92%
+$28,551.25 
META Meta Platforms Inc Class A
+3.28%
+$36,190.94 
MSFT Microsoft Corp.
+3.02%
+$151,740.31 
NVDA NVIDIA Corporation
+2.93%
+$69,679.22 
CSCO Cisco Systems, Inc.
+2.14%
+$10,548.63 
IETC iShares U.S. Tech Independence Fund
+1.59%
+$19,225.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$251,324.16 
PH Parker-Hannifin Corporation
+1.43%
+$8,834.85 
GE General Electric Company
+1.42%
+$5,402.22 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$13,833.46 
KLAC KLA Corporation
+1.38%
+$7,494.93 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$4,079.24 
AMAT Applied Materials, Inc.
+1.18%
+$2,053.21 
VUG Vanguard Growth ETF
+1.1%
+$140,405.82 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$18,382.08 
NBIS Nebius Group N.V.
+1.05%
+$2,793.79 
OEF iShares S&P 100 ETF
+0.95%
+$10,961.25 
UNP Union Pacific Corporation
+0.92%
+$2,613.94 
AAUA Alpha Architect US Equity 3 ETF
+0.86%
+$29,439.2 
IBM International Business Machines Corporation
+0.86%
+$4,150.39 
GEV GE Vernova Inc.
+0.85%
+$2,276.94 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$7,990.68 
MCD McDonald's Corporation
+0.82%
+$116,901.93 
TSLA Tesla, Inc.
+0.76%
+$9,442.28 
MPC Marathon Petroleum Corporation
+0.76%
+$3,250.42 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,601.3 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$94,441.81 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$170,010.5 
VOO Vanguard S&P 500 ETF
+0.71%
+$539,226.3 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,659.75 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$49,281.82 
IVV iShares Core S&P 500 ETF
+0.69%
+$38,558.72 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$49,970.73 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$71,217.6 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,267.46 
IWB iShares Russell 1000 ETF
+0.64%
+$26,659.24 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$18,490.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$56,163 
EXC Exelon Corporation
+0.53%
+$3,040.8 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$18,876.14 
DBB Invesco DB Base Metals Fund
+0.48%
+$4,877.96 
WSFS WSFS Financial Corporation
+0.48%
+$1,559.14 
KKR KKR & Co. Inc.
+0.45%
+$7,078.05 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,470.75 
RTX RTX Corporation
+0.39%
+$2,283.96 
AVGO Broadcom Inc.
+0.37%
+$3,589.92 
PG Procter & Gamble Co
+0.37%
+$842.17 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,508.46 
BAC Bank of America Corporation
+0.36%
+$5,624.74 
EWZ iShares MSCI Brazil ETF
+0.33%
+$6,773.16 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$582.66 
MRK Merck & Co., Inc.
+0.32%
+$1,473.58 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$3,303 
JPM JPMorgan Chase & Co.
+0.27%
+$2,540.82 
JNJ Johnson & Johnson
+0.21%
+$3,284.94 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,002.83 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$532.26 
MS Morgan Stanley
+0.17%
+$4,668.15 
CB Chubb Limited
+0.15%
+$2,060.64 
DBA Invesco DB Agriculture Fund
+0.11%
+$1,445.4 
ISRG Intuitive Surgical, Inc.
+0.1%
+$593.98 
C Citigroup Inc.
+0.1%
+$527.24 
WMT Walmart Inc.
+0.09%
+$461.81 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$1,348.07 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$20.16 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$450,664.91 
AAPL Apple Inc.
-7.35%
-$575,729.6 
MU Micron Technology, Inc.
-5.9%
-$15,282.46 
HTZ Hertz Global Holdings, Inc.
-4.23%
-$714.98 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$384,783.1 
FETH Fidelity Ethereum Fund
-2.98%
-$8,568.24 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$19,184.55 
IBIT iShares Bitcoin Trust
-2.89%
-$91,634.88 
QCOM QUALCOMM Incorporated
-2.63%
-$4,377.04 
AMD Advanced Micro Devices, Inc.
-1.9%
-$49,286.27 
IBB iShares Biotechnology ETF
-1.87%
-$11,086.68 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,191.01 
URA Global X Uranium ETF
-1.64%
-$5,017.35 
GLD SPDR Gold Shares
-1.49%
-$30,347.95 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$3,415.3 
IAU iShares Gold Trust
-1.46%
-$3,364.01 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$13,778.12 
NEE NextEra Energy, Inc.
-1.15%
-$2,479.55 
TXN Texas Instruments Inc
-1.08%
-$3,463.96 
CTAS Cintas Corporation
-1.04%
-$10,933.87 
INTC Intel Corporation
-1.02%
-$1,500.09 
UPS United Parcel Service, Inc.
-1%
-$3,767.4 
XOM Exxon Mobil Corporation
-0.97%
-$6,605.01 
EWJ iShares MSCI Japan ETF
-0.96%
-$2,970 
MCO Moody's Corporation
-0.81%
-$4,628.85 
VHT Vanguard Health Care ETF
-0.76%
-$2,311.91 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$41,203.65 
MA Mastercard Incorporated
-0.74%
-$1,768 
BLK BlackRock, Inc.
-0.73%
-$2,186.52 
FID First Trust S&P International Dividend ETF
-0.7%
-$5,525.92 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$50,014 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$3,123.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$81,129.77 
AMGN Amgen Inc.
-0.64%
-$9,510.84 
GS The Goldman Sachs Group, Inc.
-0.63%
-$7,238.15 
EFA iShares MSCI EAFE ETF
-0.62%
-$6,196.08 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$9,468.17 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$14,832.29 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$2,311.68 
LLY Eli Lilly and Company
-0.53%
-$9,501.5 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$39,658.47 
IWM iShares Russell 2000 ETF
-0.47%
-$27,400.87 
DFIV Dimensional International Value ETF
-0.47%
-$2,729.7 
ISCV iShares Morningstar Small-Cap Value ETF
-0.46%
-$1,807.08 
PEP PepsiCo, Inc.
-0.46%
-$1,002.88 
IEV iShares Europe ETF
-0.44%
-$2,835.36 
OSEA Harbor International Compounders ETF
-0.44%
-$6,783.48 
HD The Home Depot, Inc.
-0.42%
-$4,058.86 
AXP American Express Company
-0.38%
-$2,745.72 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$10,045.41 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$3,879.46 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$4,491.74 
DTH WisdomTree International High Dividend Fund
-0.31%
-$7,634.16 
CEG Constellation Energy Corporation
-0.31%
-$3,339.63 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,194.9 
VXF Vanguard Extended Market ETF
-0.3%
-$6,747.84 
GSL Global Ship Lease Inc.
-0.29%
-$895.44 
SDY SPDR S&P Dividend ETF
-0.28%
-$3,845.16 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$723.85 
VTV Vanguard Value ETF
-0.27%
-$29,168.52 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$5,529 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$613.8 
VCRB Vanguard Core Bond ETF
-0.25%
-$45,327.58 
ISVL iShares International Developed Small-Cap ETF
-0.25%
-$736.33 
COST Costco Wholesale Corporation
-0.24%
-$3,039.2 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$2,390.25 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,682.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$5,199.84 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$8,175.73 
SYSB iShares Systematic Bond ETF
-0.22%
-$3,517.47 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$903.42 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$24,764.64 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$30,080.93 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$888.56 
EPD Enterprise Products Partners L.P.
-0.18%
-$405.59 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,431.79 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$501.56 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$662.86 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$2,176.38 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$1,127.64 
MUB iShares National Muni Bond ETF
-0.11%
-$2,036.4 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,151.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,323.05 
HYD VanEck High Yield Muni ETF
-0.1%
-$506.1 
PGX Invesco Preferred ETF
-0.09%
-$110.07 
JPIE JPMorgan Income ETF
-0.09%
-$376.88 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$172.8 
BINC iShares Flexible Income Active ETF
-0.08%
-$1,985.43 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$273.18 
UFO Procure Space ETF
-0.07%
-$182.88 
SEIC SEI Investments Company
-0.06%
-$378.97 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$232.05 
V Visa Inc. Class A
-0.04%
-$132.57 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$408.42 Events
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Dividends
Dividend Analysis
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| Trades 2598 | Longs Won 1571/2598 60% | Profit Factor 7.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $336,420.5 |
| Average Win $86,999.4 | Best Trade (Aug 14) $14.12M | Sharpe Ratio -10.63 |
| Average Loss -$18,940.19 | Worst Trade (Aug 17) -$1.08M | Z-Score 6.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 3d | Expectancy $45,121.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,480 | $5.13M | $7.25M | - | $2.12M | 41.39% | -7.354% |
| AAUA Alpha Architect US Equity 3 ETF | 60,080 | $3.36M | $3.43M | - | $73,898.4 | 2.2% | +0.865% |
| ACIO Aptus Collared Investment Opportunity ETF | 63,760 | $2.94M | $2.93M | - | -$13,389.6 | -0.46% | +0.635% |
| ADEA Adeia Inc. | 22,841 | $548,869.23 | $608,712.65 | - | $59,843.42 | 10.9% | +4.921% |
| AMAT Applied Materials, Inc. | 348 | $251,604 | $176,669.16 | - | -$74,934.84 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 5,334 | $728,524.71 | $2.54M | - | $1.81M | 248.62% | -1.904% |
| AMGN Amgen Inc. | 3,835 | $1.07M | $1.48M | - | $407,186.57 | 38.06% | -0.64% |
| AMZN Amazon.com Inc | 12,869 | $2.78M | $3.49M | - | $712,221.58 | 25.59% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 614 | $609,672.76 | $1M | - | $390,533.24 | 64.06% | -1.359% |
| AVGO Broadcom Inc. | 2,493 | $542,432.64 | $970,475.04 | - | $428,042.4 | 78.91% | +0.371% |
| AXP American Express Company | 2,162 | $749,988.71 | $726,972.5 | - | -$23,016.21 | -3.07% | -0.376% |
| BAC Bank of America Corporation | 25,567 | $1.06M | $1.58M | - | $521,018.33 | 49.02% | +0.356% |
| BINC iShares Flexible Income Active ETF | 49,637 | $2.61M | $2.58M | - | -$29,373.45 | -1.13% | -0.077% |
| BLK BlackRock, Inc. | 274 | $281,763.94 | $298,766.86 | - | $17,002.92 | 6.03% | -0.727% |
| BMY Bristol-Myers Squibb Company | 10,355 | $572,952.17 | $676,285.05 | - | $103,332.88 | 18.04% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 811 | $393,034.93 | $414,858.94 | - | $21,824.01 | 5.55% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 4,553 | $356,284.23 | $353,221.74 | - | -$3,062.49 | -0.86% | -0.077% |
| C Citigroup Inc. | 4,056 | $276,416.77 | $537,217.2 | - | $260,800.43 | 94.35% | +0.098% |
| CB Chubb Limited | 3,888 | $1.12M | $1.36M | - | $238,737.01 | 21.23% | +0.151% |
| CEG Constellation Energy Corporation | 4,123 | $926,303.22 | $1.08M | - | $157,015.03 | 16.95% | -0.307% |
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FAQ
Which stocks have generated the highest profits for Michael Topley?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $4.33M, Invesco QQQ Trust, Series 1 - $2.06M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.74M, McDonald's Corporation - $1.42M, and iShares MSCI EAFE Value ETF - $1.3M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares MSCI USA Momentum Factor ETF - $1.73M, Fidelity Wise Origin Bitcoin Index Fund - $709,260.94, WisdomTree Emerging Markets SmallCap Dividend Fund - $570,255.16, iShares Latin America 40 ETF - $442,209.08, and Alpha Architect International Quantitative Value ETF - $410,785.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Topley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.56M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.83M, McDonald's Corporation - $1.41M, Vanguard Core Bond ETF - $1.08M, VANGUARD FTSE DEVELOPED MARKETS ETF - $801,002.85, and iShares MSCI EAFE Value ETF - $633,608.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Topley's monthly returns?
Michael Topley's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michael Topley's strategy be considered aggressive or moderate?
Michael Topley's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michael Topley's strategy?
Michael Topley's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
